Documents & files integration

Invofox integration for AI agents

Insiro connects AI agents to Invofox so they can act in it under your rules. Invofox is a document AI platform for extracting OCR text and structured data from invoices and business documents. It helps teams turn messy PDFs and scans into usable finance data faster. Every Invofox action runs through Insiro's governed gateway, using each person's own connection (API key).

What can AI agents do with Invofox?

With Insiro, agents can find and read the right file for a task, extract fields from documents into records, file outputs in the correct folder and keep shared folders tidy and named consistently, all inside the permissions you set for Invofox.

  • Find and read the right file for a task.
  • Extract fields from documents into records.
  • File outputs in the correct folder.
  • Keep shared folders tidy and named consistently.

A journey through Insiro

Invofox logo InvofoxInsiroSlack

Example: Invofox → Insiro → Slack to share the finished file with the team. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Invofox

Can Insiro AI agents use Invofox?

Yes. Insiro connects AI agents to Invofox through its governed MCP gateway. Agents can find and read the right file for a task and extract fields from documents into records using each person's own Invofox access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Invofox?

Invofox connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Invofox read-only for agents?

Yes. In Insiro Governance, set Invofox to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

Put Invofox to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions